Forklift Risk Assessment Template for South Africa

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Key Requirements PROMPT example:

Forklift Risk Assessment

"I need a Forklift Risk Assessment for our new warehouse facility in Cape Town, opening in March 2025, which will operate 5 electric forklifts in a temperature-controlled environment with narrow aisles and high-rack storage systems."

Document background

The Forklift Risk Assessment is a mandatory document under South African health and safety legislation, specifically required by the Occupational Health and Safety Act No. 85 of 1993 and its associated regulations. This document must be prepared before commencing forklift operations and updated regularly or when significant changes occur in the operation. It comprehensively addresses all aspects of forklift safety, including operator competency, equipment condition, environmental factors, and control measures. The assessment is essential for any organization operating forklifts and must be conducted by competent persons with relevant knowledge of both the equipment and safety requirements. It forms part of the organization's broader safety management system and serves as a key reference for training, operational procedures, and incident prevention.

Suggested Sections

1. Document Control Information: Details of document version, date of assessment, review date, and authorized personnel

2. Scope of Assessment: Definition of what operations, equipment, and areas are covered by the risk assessment

3. Site Information: Details of the facility, working environment, and operational context

4. Equipment Details: Specific information about the forklift(s) being assessed including make, model, capacity, and age

5. Hazard Identification: Comprehensive list of potential hazards associated with forklift operations

6. Risk Evaluation: Assessment of likelihood and severity of identified hazards

7. Control Measures: Existing and recommended controls to mitigate identified risks

8. Training Requirements: Specification of required operator training and certification

9. Emergency Procedures: Procedures for accidents, incidents, and emergency situations

10. Monitoring and Review: Schedule and procedures for regular assessment review and updates

Optional Sections

1. Environmental Impact Assessment: Assessment of environmental risks when operations involve handling hazardous materials or working in environmentally sensitive areas

2. Traffic Management Plan: Detailed traffic flow analysis and management when forklifts operate in areas with other vehicles or pedestrians

3. Noise Assessment: Specific assessment of noise levels when operations are conducted in enclosed spaces or near noise-sensitive areas

4. Special Operations Assessment: Additional risk assessment for non-standard operations like working at height or in confined spaces

5. Contractor Management: Specific requirements when contractors are involved in forklift operations

Suggested Schedules

1. Schedule A: Equipment Specifications: Detailed technical specifications of forklift equipment

2. Schedule B: Inspection Checklist: Daily/weekly/monthly inspection requirements and checklist templates

3. Schedule C: Risk Matrix: Risk evaluation matrix and scoring system

4. Schedule D: Site Layout: Facility maps showing operational areas, traffic routes, and hazard zones

5. Schedule E: Incident Report Template: Standard template for reporting accidents and incidents

6. Schedule F: Training Records: Template for recording operator training and certification

7. Appendix 1: Relevant Legislation: Summary of applicable laws and regulations

8. Appendix 2: Maintenance Schedule: Detailed maintenance requirements and schedules

9. Appendix 3: PPE Requirements: Specific personal protective equipment requirements for different operations

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Manufacturing

Warehousing and Storage

Logistics and Distribution

Construction

Retail

Agriculture

Mining

Food and Beverage

Automotive

Chemical Industry

Pharmaceuticals

Port Operations

Waste Management

Paper and Packaging

Relevant Teams

Health and Safety

Operations

Logistics

Maintenance

Training

Quality Assurance

Facilities Management

Risk Management

Compliance

Production

Relevant Roles

Health and Safety Manager

Risk Assessment Specialist

Operations Director

Warehouse Manager

Logistics Coordinator

Forklift Operator

Safety Officer

Maintenance Manager

Training Coordinator

Compliance Officer

Site Supervisor

Production Manager

Facilities Manager

Quality Control Manager

HSE Consultant

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Let's create your Forklift Risk Assessment

Authors

Alex Denne

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